Resource center/Forms
Visual guide

Issue a form

Move a saved Custom Form from Draft to Issued; closing happens later.

3 minutes
Product screenshot: Issue a form
Step by step

Follow each step on screen

  1. 01

    Open the draft and confirm its content is saved.

    Step 1: Open the draft and confirm its content is saved.
  2. 02

    Select Issue in the top bar.

    Step 2: Select Issue in the top bar.
  3. 03

    Verify the status changes to Issued.

    Step 3: Verify the status changes to Issued.
  4. 04

    Check form Activity for the Issue event and date.

    Step 4: Check form Activity for the Issue event and date.
  5. 05

    Notice that Close is now available. NOTES could no longer be edited in the test.

    Step 5: Notice that Close is now available. NOTES could no longer be edited in the test.
FAQ

Frequently asked questions

What was verified and what remains untested?+

Issue changed the status directly without a visible confirmation dialog. Other form types were not tested.

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